Wells Fargo Advisors

Providing Personal Wealth Advisory Services

 

 

The Hall Wealth Management Group of Wells Fargo Advisors was established with the commitment to be the personal financial officer for each of our clients. We advocate a disciplined process to help clients define their objectives, then develop and implement a plan to achieve them. This process is designed to address both the investment performance needed to support client goals AND the investor behavior necessary to ensure that the plan functions smoothly. It is the synergy of these key elements that we believe gives our clients greater confidence in the success of their life dreams and plans. We continually support this process with advanced technology, client coaching and education, and comprehensive reporting and communication.

 

We provide our services without potential conflicts of interest and subjective commission-based transactions. Using a variety of fee-based compensation arrangements, based on the value of the assets in your account, we have a greater personal stake in your success. We work primarily with clients who have investable assets, excluding real estate, of $1,000,000 to $5,000,000 and with clients who value a disciplined process for wealth management.
 

 

We designed this website for two primary purposes:  


 

1.  To provide an interactive site that features market news, quotes, commentary and a variety of calculators where you can independently explore to find answers to questions and “what if” scenarios that may be on your mind.

2.  To provide information to our clients and potential customers through an educational component divided into two main areas: 

  a.  Use the "Learning Center" to access articles and newsletters that provide helpful  information on a variety of topics related to financial and investment success.
  b.  Use the links to the left to learn more about the team members and services of The Hall Wealth Management Group.   
 

Please take advantage of this resource.  Save it to your favorites and share it with others who may benefit from it.  We can help you plan to live your life the best way possible (as defined by you) without unnecessary financial sacrifice or inappropriate exposure to risk. 
 

 
Calculators

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators →

Newsletters

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

More Newsletters →